findaWEALTHMANAGER.com Omdömen 64

Thoroughly impressed by Lee right from the start as he took a real interest in helping me find a suitable wealth manager, working to fine tuning my options via emails and calls - and always quick to respond with nothing being too much trouble. He provided useful information along the way (incuding his "10 questions to ask a wealth manger") and researched a couple of topics with his contacts for me. Clearly passionate about what he does and highly recommended.

Second time of receiving help from Lee. As always, his knowledge of the IM market is superb. His panel of candidate companies suits all pockets and wealth levels.
He guided me to candidates whose profiles challenged me to be certain of what I wanted. It's a smooth operation, including prompt correspondence. Very highly recommended,

Finn was very useful, giving me three good options and as a sounding board to help me make a decision. Highly recommend.

I needed help in selecting an investment manager following the sale of our house. Lee was extremely helpful and introduced two different managers. He kept in touch throughout the whole process and his experience and assistance was invaluable.

A very efficient process with me meeting potential advisers within 72 hours of completing online form. I’ve signed up with an adviser.

Lee contacted me very quickly after my request and from the outset he was straight forward and his advice was sound. Through the service I have found a great partner to help me with my plans and I am feeling confident. Great service!

Lee was extremely knowledgeable about both the wealth management industry and investments, drawing on years of hands-on experience in banking. He clearly understands the market from a practitioner’s point of view and was also a pleasure to speak with—approachable, insightful, and very well-connected. He offered me highly valuable, tailored suggestions that felt spot on for my needs. I wouldn’t hesitate to recommend him and wish I’d spoken to him before.

The experience was excellent, Lara contacted me following up on recommendations from the site. The output from the site was a really helpful start but the discussion with Lara was exceptional. She quickly grasped what we were trying to achieve and had deep knowledge of the WM firms which she used to help select the right shortlist for us. She stayed engaged and supported as we met each of them and concluded who we would work with. Thank-you!

I am so glad that I found findawealthmanager.com after reading an article in The Times. Previously I had been looking for a suitable company by picking names from a hat. After I contacted fawm-dot-com, Lee noted my financial circumstances and after some initial thought, recommended two firms. He then offered to make the introductions and only a couple of weeks later, I had made my decision and now have a wealth management team that I am completely happy with.

Lee was very easy to talk to and was able to put me in touch with a couple of companies who would be able to cater for my specific needs. I emailed with some concerns late one evening and was surprised to hear back almost immediately. I would recommend this company highly.

This is a very impressive service as I found a brilliant investment management company

They listened to my requirements and made thoughtful suggestions about which wealth managers to approach

Your advice was objective and helpful - and persuaded me to make the effort to change advisors. I am pleased we did.

After an initial call with Lee, who took the time to discuss my situation and requirements, I was given a couple of recommendations. Lee set up the initial calls and briefed the providers. This sped things up a lot and made the initial calls much more productive.

The recommendations were on point - quite different offerings but both a good potential fit. I found the process really useful and informative, it took away a lot of the guesswork in choosing who to approach, and I'd be happy to recommend Find a Wealth Manager to others.

Finding a 'wealth manager' is rather an intimidating experience. Where do you start? Well, thanks to Lara's helpful guidance, I'd say you'd do well to start here. It's so common for these advisory services to give the impression that they're trying to palm you off with someone, anyone, as quickly as possible. The impression I got here, however, was precisely the reverse. Highly recommended.

Lee pointed me in the right direction -a great starting point

Lee took the time to listen to my position and investment aims in order to recommend two wealth managers who could both support my aims but were different in respect of the level of support they provided compared to my own level of confidence and experience.
This has enabled me to choose an adviser who can support in the context of my level of expertise.
He introduced me to both, provided me with advice on the key questions I should ask and then left me to it. No chasing or pushing me along.
Would definitely recommend Lee Goggins.

Lee was very helpful and patient whilst l deliberated on moving my pension. Also when l had queries he was very good at providing advice and guidance. I have now selected a new wealth manager and the transfer process is underway.

Choosing a new wealth manager is a non-trivial challenge and it was invaluable to be abe to talk to someone knowledgable, independent and considered about the options. One of the Finda recommended firms i was (reassuringly) already talking to, but the other two firms were new to me. More generally, the Finda input confirmed the criteria by which a decision should be made.